$88.6M Total AUM
$87.7M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2003
- Office Locations
- 1
Office Locations
-- Cambridge MA
About Steven Ayers & Company
Steven Ayers & Company Investment Management (est. 2003) partners with professionals, entrepreneurs, and families, using long-term, fundamentals-driven research to select individual businesses aimed at sustainable growth and resilience in difficult markets. Portfolios are largely implemented with ETFs, with an emphasis on clear, transparent communication; custody options include Schwab and Pershing.
Team overview
49 AVG AGE
$88.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
STEVEN EDWARD AYERS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2861018
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,710,484 | $226,086 |
| Non-Discretionary | $842,873 | -- |
| Total | $88,553,357 | $226,086 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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